Lead Trust Investment Specialist

2 weeks ago


Louisville, Kentucky, United States Stock Yards Bank & Trust Full time

As a Senior Trust Investment Advisor, you will engage in a variety of responsibilities aimed at guiding the investment strategies and objectives of designated investment management and trust accounts. A background in investments coupled with strong business development capabilities is essential, while Stock Yards Bank & Trust offers a professional setting that fosters skill enhancement and career progression within the banking sector. Our ongoing achievements and future growth are fundamentally linked to the individual successes of our team members.

Key Responsibilities

Your daily tasks will encompass, but are not limited to, the following:

  • Engage in asset allocation for assigned client portfolios
  • Assess alternative investment opportunities
  • Oversee investment management for assigned accounts, including monitoring and evaluations
  • Contribute as a member of the Trust Investment Committee
  • Participate in the security selection process
  • Communicate investment performance to clients
  • Lead new business development initiatives
  • Expand business opportunities among existing trust clientele
Qualifications

The ideal candidate will possess the following qualifications:
  • Bachelor's degree in business finance or a related discipline
  • A minimum of 5 years of experience in investment management
  • Demonstrated ability to effectively engage with clients
  • Proven skills in business development
  • Professional demeanor and appearance
  • Exceptional communication abilities
  • Comprehensive knowledge of equity and fixed income markets
  • CFP or CFA designation is preferred
Benefits
  • 401(k) plan with company matching up to 6%
  • Employee Stock Ownership Plan (ESOP) matching
  • Comprehensive medical insurance
  • Dental and vision insurance
  • Cancer and disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Company-paid Life and AD&D insurance
  • Voluntary Life and AD&D insurance
  • Company-paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program
Physical Requirements

The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to fulfill these essential functions.

This position primarily involves sitting, with limited walking and standing. All work is conducted indoors during standard working hours. The noise level in the work environment is typically moderate.

Stock Yards Bank & Trust is an Equal Opportunity Employer, committed to providing equal employment opportunities to all individuals, including protected veterans and individuals with disabilities.

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